Talking Tech with MLC TechConnect

Payday Super lands on 1 July 2026, shifting super from a quarterly task to a near‑real‑time obligation.  Julie Steed and Janet Manzanero-Caruana discuss the key implementation requirements, considerations for employers and high income clients, and ways to provide high value advice. They will also cover the risk of excess contributions that could arise because of the changes in timing of contributions.

As the end of financial year approaches, Mark Gleeson and Scott Quinn unpack practical EOFY planning opportunities, from last‑minute strategies before 30 June 2026, to setting clients up early for 2026/27. This session also explores the finer points of catch‑up concessional contributions and what advisers need to know about changes to the financial planning landscape from 1 July 2026.

© 2026 IOOF Service Co Pty Ltd. All rights reserved. 
For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

With super contribution caps set to rise on 1 July 2026, Scott Brown and Mark Gleeson outline the key changes and timely advice opportunities. Tune in to understand what's changing and how it impacts your clients.  

© 2026 IOOF Service Co Pty Ltd. All rights reserved. 
For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

Personal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need to line up perfectly. In this episode, Scott Brown and Janet Manzanero-Caruana break down the key benefits, essential steps and common traps that can catch advisers and clients off‑guard.

© 2025 IOOF Service Co Pty Ltd. All rights reserved. 
For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

SMSFs and SMSF advice are firmly in the regulators’ sights — and the spotlight is getting brighter. In this episode, Scott Quinn and Julie Steed unpack the key issues currently attracting attention from ASIC and the ATO. From advice missteps to compliance traps and audit concerns, we’ll explore what’s driving regulator attention and what it means for your business and your clients.

© 2025 IOOF Service Co Pty Ltd. All rights reserved. 
For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.